Mar Wealth Management Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$113,942,440
Clients
46
Advisors
3
of 3 employees
About
MAR Wealth Management Services provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), charitable organizations, and businesses. The firm offers ongoing investment supervisory services, prepares an Investment Policy Statement for each client, and may refer clients to or select third‑party money managers as part of broader planning and implementation.
MAR constructs client portfolios using a mix of charting, fundamental, technical, and cyclical analysis and employs both long‑term and short‑term trading strategies consistent with each client’s documented risk tolerance and time horizon. Accounts are generally managed on a discretionary basis with monthly reporting from the custodian and financial plans and hourly or fixed-fee planning engagements offered as separate services.
This firm has a few features that differ from many peers: it disclosed a 2018 Stipulation and Consent Order resulting in a Cease and Desist and a $7,000 administrative fine, and it maintains a referral compensation arrangement with another advisory firm (Coral Gables Trust Company) and a corporate investment account invested in the same firm strategy, which the firm acknowledges as potential conflicts. Several supervised persons also serve as fiduciaries for client accounts and engage in outside business activities (including lending and fiduciary services); MAR says these relationships and its proprietary trading are managed through its Code of Ethics, trade‑allocation policies, and proxy‑voting arrangements.
Client services
Expertise
Fee options
$1,000 to $10,000 for financial planning
1.00% annually
$250 per hour
Main office
500 Australian Avenue South, Suite 600
West Palm Beach FL 33401
Advisors at this office
3
Most active in
Florida · Texas
Also doing business as
Mar Wealth Management Services, LLC · Mar Wealth Management Services, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christian R
Series 65
West Palm Beach, FL
Mar Wealth Management Services, LLC
Christian Ramos is a financial advisor at Mar Wealth Management Services, LLC with five years of industry experience. He holds a Series 65 designation and serves as a board member of a charitable foundation, as well as co-trustee of multiple trust accounts and an inherited IRA managed by the firm. Mar Wealth Management Services, LLC provides investment supervisory services and financial planning to individual clients, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers ongoing portfolio monitoring, typically under discretionary authority.
John P
Series 63, Series 66
West Palm Beach, FL
Mar Wealth Management Services, LLC
John Patten Jr. is a financial advisor at Mar Wealth Management Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Private Client Wealth, LLC. Outside of advisory services, he is the managing member of Patvest, LLC, which provides personal and auto loans as well as real estate mortgage loans, and Patten Fiduciary Services, LLC, offering fiduciary roles such as trustee and personal representative. Mar Wealth Management Services specializes in discretionary portfolio management and financial planning for individuals, charitable organizations, and businesses. The firm combines various analytical approaches and trading strategies to tailor portfolios according to each client’s risk tolerance and time horizon.
Maricela R
CFP®, Series 66
West Palm Beach, FL
Mar Wealth Management Services, LLC
Maricela Ramos is a CFP® professional with 20 years of industry experience, currently serving at Mar Wealth Management Services, LLC since 2012. She holds the Series 66 designation and is based in Loxahatchee, Florida. Outside of advisory work, she is a partial owner of EXE Vending Services, LLC, where she assists with operations. Mar Wealth Management Services, LLC provides investment supervisory services and financial planning to individuals, charitable organizations, and businesses. The firm employs a diverse investment approach combining fundamental, technical, charting, and cyclical analysis, with ongoing portfolio monitoring and implementation typically conducted under discretionary authority.
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